Financial Planning Administrator

Dynamite Recruitment; Bournemouth; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm is looking for a proactive Client Services Administrator to enhance their client relations. The role involves providing administrative support to financial advisers, ensuring a smooth onboarding process for clients, and maintaining accurate records. The firm offers a competitive salary, professional development opportunities, and a supportive environment.

Benefits

Professional development opportunities

Competitive salary and benefits

Discretionary bonus scheme

Pension scheme

Qualifications

• Experience in financial services or wealth management required.
• Strong administrative and organizational skills are essential.
• Confidence in communicating with clients and teams needed.

Responsibilities

• Provide administrative support to advisers.
• Manage client onboarding and compliance.
• Liaise with clients and internal teams for case progression.

Skills

Administrative skills

Organisational skills

Attention to detail

Communication

Interpersonal skills

Microsoft Office proficiency

Job description

Dynamite Recruitment are assisting in the recruit of a IFA Administrator for a well-established, independent wealth management firm based in Poole, providing personalised financial planning and investment advice to a diverse range of private clients. As they continue to grow, we are seeking a proactive and detail-oriented Client Services Administrator to join my clients close-knit team.

Key Responsibilities

• Provide administrative support to financial advisers and paraplanners
• Maintain and update client records on back-office systems
• Liaise with clients, providers, and internal teams to handle enquiries and ensure smooth case progression
• Prepare and process new business applications and client documentation
• Manage the onboarding process for new clients, ensuring all compliance requirements are met
• Assist with the preparation of client review packs and reports
• Monitor and follow up on outstanding requirements or documentation

Skills & Experience Essential:

• Previous experience in a financial services or wealth management environment
• Excellent administrative and organisational skills
• Strong attention to detail and accuracy
• Confident communicator with excellent interpersonal skills
• Proficient in Microsoft Office (Word, Excel, Outlook)

What's on Offer

• A supportive, professional working environment
• Opportunities for professional development and industry qualifications
• Competitive salary and benefits package
• Discretionary bonus scheme
• Pension scheme

For more details please apply or contact Tegan at Dynamite Recruitment